Office Administrator at CIRENCESTER FRIENDLY SOCIETY (Present)
- Provide administrative and operational support across a range of business functions.
- Manage complaints, ensuring they are handled fairly, consistently, and in line with regulatory requirements.
- Support with DSAR requests, coordinating information across teams to deliver accurate and timely responses.
- Working within a quality assurance framework, carried out reviews to identify errors, trends, and improvement opportunities.
- Provide additional focus on vulnerable customers, ensuring their needs are properly identified and supported throughout their journey.
- Maintaining accurate records, producing reports, managing confidential information.
- Ensuring that processes are followed accurately and efficiently.
- Ability to work independently whilst also supporting wider teams with administrative projects and day-to-day tasks.
Administrative Support at THE OPENWORK PARTNERSHIP
(TEMP)
- Maintained accurate client information, file records, and ensure accurate record keeping.
- Provided support to ensure the end-to-end business workflow is adhered to and tracked efficiently in line with company and regulatory standards.
- Supported operations effectively by managing critical administrative and organizational tasks ensuring the team remains focused on strategic objectives.
- Prepared files including compliance documentation.
- Accuracy and precision in tasks, such as documenting client files.
Client Care Associate at ST JAMES'S PLACE (2025-01 – 2025-06)
- Liaise with clients to help with any questions and case allocation queries as appropriate.
- Liaise with third parties and senior management to provide information on cases & use checklists to ensure all information has been provided once received and chased outstanding information
- Ensure that files are complete post-sale with all required client identification documentation and necessary application forms.
Business Administrator at ST JAMES'S PLACE (2017-04 – 2024-12)
- Responsible for a team of 8 people, oversight, workflow, and performance measurement.
- Supported the onboarding and training of new staff members
- Assigned specific tasks and responsibilities to each team member.
- Monitored individual and team performance, provided constructive feedback, and identified areas for improvement.
- Offered guidance, mentorship, and support to team members, helping them develop their skills and achieve their goals.
- Maintained records of team performance, provided updates to stakeholders, and tracked progress towards achieving goals.
- Planned and organized priorities, and resources to achieve goals.
- Prepared archived files including compliance documentation.
